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Novartis
NVS

Overview Fund Activity

1,175 hedge funds and large institutions have $21.5B invested in Novartis in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 378 increasing their positions, 436 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+58
Holders Change %
+5.19%
% of All Funds
20.85%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
145
Increased
378
Reduced
436
Closed
70
Calls
$245M
Puts
$117M
Net Calls
+$128M
Net Calls Change
+$74.4M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$908M
2
Bank of America
Bank of America
North Carolina
+$161M
3
Ameriprise
Ameriprise
Minnesota
+$60.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.1M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$43M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$182M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$178M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
4
UBS Group
UBS Group
Switzerland
-$107M
5
Primecap Management
Primecap Management
California
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
801
Cornerstone Wealth Management
Missouri
$316K -$4.53K -48 -1%
DWM
802
Dorchester Wealth Management
Quebec, Canada
$316K – – –
PTB
803
Pioneer Trust Bank
Oregon
$316K – – –
DIM
804
DC Investments Management
Virginia
$316K +$316K +3,344 New
GC
805
Gratus Capital
Georgia
$315K +$315K +3,336 New
TFA
806
Teamwork Financial Advisors
Texas
$314K – – –
TF
807
Tompkins Financial
New York
$314K +$3.68K +39 +1%
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$312K -$33K -350 -10%
GRP
809
Global Retirement Partners
California
$312K +$127K +1,343 +69%
CC
810
Courier Capital
New York
$310K – – –
CCC
811
Crescent Capital Consulting
Louisiana
$310K +$310K +3,281 New
PWP
812
Private Wealth Partners
California
$309K -$87.1K -923 -22%
SIC
813
Shoker Investment Counsel
Ohio
$308K -$7.54K -80 -2%
Koshinski Asset Management
814
Koshinski Asset Management
Illinois
$306K -$5.49K -58 -2%
ACM
815
Allred Capital Management
Texas
$306K -$1.23K -13 -0.4%
KOCAA
816
Knights of Columbus Asset Advisors
Connecticut
$305K – – –
RCAG
817
Rehmann Capital Advisory Group
Michigan
$304K +$8.31K +88 +3%
SMG
818
Smart Money Group
Texas
$303K -$1.51K -16 -0.5%
PTC
819
Philadelphia Trust Company
Pennsylvania
$303K – – –
MGWM
820
Marks Group Wealth Management
Minnesota
$301K -$4.63K -49 -2%
CW
821
CreativeOne Wealth
Kansas
$301K +$301K +3,185 New
CSPIA
822
Cary Street Partners Investment Advisory
Virginia
$300K -$5.5M -58,259 -95%
NG
823
Northstar Group
New York
$300K – – –
BFM
824
Boston Financial Management
Massachusetts
$299K -$78.8K -835 -21%
VV
825
Verity & Verity
South Carolina
$299K -$20.3K -215 -6%
31 32
33
34 35